Advisor to Client

Decorative pattern

Financial Planning

Ask an expert: Repaying student loans

If you're a parent with a child who's already graduated, what loan repayment strategy should you use in case interest rates rise?

By Susan Daley |March 8, 2016

2 min read

Decorative pattern

Risk Management

What if it wasn’t the last will?

In an ideal world, an estate would have one will; in the real world, things aren't always so neat

By James Dolan |March 4, 2016

4 min read

Decorative pattern

Tax

Think twice before tossing old tax records

Keeping tax records for six years is just the starting point. Hold on to these documents for longer.

By Stephanie Dietz |March 4, 2016

4 min read

Decorative pattern

Financial Planning

Ask an expert: Planning to pay for school

What steps can parents with kids in university take if they help their children pay for school?

By Susan Daley |March 1, 2016

2 min read